Business Details
14 Years
experience
Trusted Tax and Accounting Services in Palo Alto, CA
KY & Associates, CPA, EA is a licensed tax and accounting service firm based in California, dedicated to helping individuals and small to mid-sized businesses optimize their financial outcomes. As an IRS Enrolled Agent and member of the National Association of Enrolled Agents, we combine industry expertise with a proactive approach to deliver accurate, reliable, and reasonably priced tax, bookkeeping, and financial planning services. Our team prioritizes personalized attention, tailoring solutions to meet both short-term and long-term goals while maintaining the highest standards of service and cost efficiency. We collaborate with leading financial planning firms in the San Francisco Bay Area to provide comprehensive investment, insurance, and estate planning solutions.With a commitment to transparency, we offer flat-fee pricing and no hidden charges, ensuring clients understand costs upfront before authorizing any work. Our services span federal and state tax returns, business accounting, foreign asset reporting, and advanced tax strategies like Private Family Foundations for high-net-worth clients. We emphasize year-round support, combining technical proficiency with individualized client relationships to address complex financial needs. Our mission is to set industry benchmarks through rigorous staff training, ethical practices, and innovative solutions that empower clients to achieve their financial objectives.
Services
Tax Return Preparation
Bookkeeping
Tax Planning
Financial Planning
Foreign Asset Reporting
Estate Tax Services
Business Accounting
Amended Returns
Stock Transaction Reporting
IRS Audit Support
Details
- Year established: 2012
Highlights and features
- We offer transparent flat-fee pricing with no hidden charges.
- Our team includes IRS Enrolled Agents with specialized tax expertise.
- We provide advanced tax planning strategies for high-net-worth clients.
- Our services combine technical proficiency with personalized client attention.
- We partner with top financial planning firms in the San Francisco Bay Area.
Associations and certifications
- IRS Enrolled Agent
- National Association of Enrolled Agents
- IRS authorized e-file provider
Services
Tax Return Preparation
We prepare federal and state tax returns for individuals and businesses, including complex scenarios involving foreign assets, stock transactions, and multi-state filings. Our IRS-authorized e-file system ensures accurate, timely submissions while our proactive approach identifies deductions and credits to optimize refunds. Clients receive clear explanations of their returns and tax implications.
Tax Planning
Our customized tax planning addresses AMT credits, stock option timing, and estate tax considerations. We create comprehensive strategies for high-net-worth clients, including Private Family Foundations, while helping individuals optimize filing status, deductions, and tax-efficient investment decisions throughout the year.
Financial Planning
Partnering with Saratoga Hills Group, we offer investment planning, estate conservation, and retirement strategies. Services include life insurance analysis, college funding plans, and business succession planning. Our approach combines market expertise with personalized solutions to align financial goals with long-term objectives.
Bookkeeping
We manage business accounting needs including sole proprietorships, rental properties, and fiduciary reporting. Our services cover income tax returns (Forms 1120, 1065), sales tax filings, employment tax compliance (Forms 940, 941), and financial statement preparation to maintain accurate business records.
Foreign Asset Reporting
Specialized services for foreign nationals, expatriates, and taxpayers with overseas assets include FBAR filings, foreign tax credit optimization, and tax treaty analysis. We handle complex cross-border tax issues and coordinate with international tax authorities to ensure compliance with U.S. reporting requirements.
Questions
What tax services do you offer for individuals?
We prepare personal tax returns, handle foreign asset reporting, optimize tax credits, and provide planning for stock transactions, AMT, and estate tax considerations.
Do you handle business tax filings?
Yes, we prepare corporate returns (Forms 1120/1120S), partnerships (Form 1065), employment tax filings (940/941), and sales tax returns for California businesses.
What financial planning services are available?
We offer investment planning, retirement strategies, life insurance analysis, and estate conservation through our partnership with Saratoga Hills Group.
How are your fees structured?
We use transparent flat fees based on service complexity, determined upfront through a consultation survey before starting any work.
Are you IRS-certified?
Yes, we are IRS Enrolled Agents and authorized e-file providers, members of the National Association of Enrolled Agents.
